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AWSHX vs OALVX
AWSHX vs OALVX Comparison
Open Charts AWSHX vs OALVX
AWSHX vs OALVX Comparison Chart in %
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AWSHX vs. OALVX commentary
Jun 24, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AWSHX is a Buy and OALVX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. OALVX (1.88B). AWSHX pays higher dividends than OALVX: AWSHX (1.19) vs OALVX (0.73). AWSHX was incepted earlier than OALVX: AWSHX (74 years) vs OALVX (23 years). OALVX (1.17) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. OALVX (11.00). AWSHX (6%) and OALVX (6%) have equivalent initial investment costs. AWSHX has a lower initial minimum investment than OALVX: AWSHX (250) vs OALVX (1000). OALVX annual gain was more profitable for investors over the last year : 12.09 vs. AWSHX (6.78). AWSHX return over 5 years is better than : 25.18 vs. OALVX (8.65).
| AWSHX | OALVX | AWSHX / OALVX | |
| Total Expense Ratio | 0.55 | 1.17 | 47% |
| Annual Report Gross Expense Ratio | 0.55 | 1.17 | 47% |
| Fund Existence | 74 years | 23 years | - |
| Gain YTD | 1.217 | 8.605 | 14% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.88B | 11,608% |
| Annual Yield % from dividends | 1.19 | 0.73 | 162% |
| Returns for 1 year | 6.78 | 12.09 | 56% |
| Returns for 3 years | 29.28 | 16.95 | 173% |
| Returns for 5 years | 25.18 | 8.65 | 291% |
| Returns for 10 years | 80.32 | 57.07 | 141% |
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